Asset Appearances
Crypto - Comments
MSTR Bid Incoming, COIN Earnings Preview
In today's video, we discuss the bullish momentum returning to crypto markets, key macro updates from the JOLTs report and China's stimulus plans, the anticipated...
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Crypto - Comments
Good Time to Own the Casino Stack (SOL, JTO, RAY, BONK)
In today’s video, we discuss SOL’s ongoing outperformance and explore how to best capitalize on the rising on-chain frenzy that’s driving its rally. https://vimeo. com/1023123992/477d5ac73e?...
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Crypto - Crypto Research
Owning the Casino Stack: SOL, JTO, RAY, BONK (Core Strategy Rebalance)
SOL OUTPERFORMANCE Last week, we highlighted the explosive activity on Solana as DEX volumes surpassed those on Ethereum, leading us to increase SOL's weighting in...
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Crypto - Comments
Stripe's Acquisition of Bridge Validates Stablecoins & Crypto Rails, SOL Outperforms BTC & ETH, HPC Miners Reprice Higher
In this week's video, we cover (1) why Stripe's acquisition of Bridge is a major development for stablecoins and crypto rails, (2) Solana's breakout against...
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Crypto - Comments
GDLC and BITW as Election Trades, Adding More SOL
In today's video, we discuss the risk/reward around GDLC and BITW into the election and discuss our rationale for increasing the allocation to SOL in...
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Crypto - Crypto Strategy
Buying More SOL, Plus Another Election Trade Idea (Core Strategy Rebalance)
SMALL CAP BREAKOUT A POSITIVE INDICATOR FOR BTC It is a common refrain among passive industry observers that BTC is strongly correlated with large-cap tech...
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Crypto - Comments
MSTR Bid Incoming, COIN Earnings Preview
In today's video, we discuss the bullish momentum returning to crypto markets, key macro updates from the JOLTs report and China's stimulus plans, the anticipated...
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Crypto - Comments
Good Time to Own the Casino Stack (SOL, JTO, RAY, BONK)
In today’s video, we discuss SOL’s ongoing outperformance and explore how to best capitalize on the rising on-chain frenzy that’s driving its rally. https://vimeo. com/1023123992/477d5ac73e?...
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Crypto - Crypto Research
Owning the Casino Stack: SOL, JTO, RAY, BONK (Core Strategy Rebalance)
SOL OUTPERFORMANCE Last week, we highlighted the explosive activity on Solana as DEX volumes surpassed those on Ethereum, leading us to increase SOL's weighting in...
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Crypto - Comments
Stripe's Acquisition of Bridge Validates Stablecoins & Crypto Rails, SOL Outperforms BTC & ETH, HPC Miners Reprice Higher
In this week's video, we cover (1) why Stripe's acquisition of Bridge is a major development for stablecoins and crypto rails, (2) Solana's breakout against...
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Daily Technical Strategy
SPX daily cycle seems to confirm a downward bias for November
EQUITY TRENDS REMAIN BULLISH, YET SPX IS CLOSE TO SEVERAL PROJECTED TARGETS NEAR 5900 WHICH SHOULD SLOW THIS RALLY DOWN AS IT NEARS THE END...
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Crypto - Comments
GDLC and BITW as Election Trades, Adding More SOL
In today's video, we discuss the risk/reward around GDLC and BITW into the election and discuss our rationale for increasing the allocation to SOL in...
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Crypto - Comments
MSTR Bid Incoming, COIN Earnings Preview
In today's video, we discuss the bullish momentum returning to crypto markets, key macro updates from the JOLTs report and China's stimulus plans, the anticipated...
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Crypto - Comments
Good Time to Own the Casino Stack (SOL, JTO, RAY, BONK)
In today’s video, we discuss SOL’s ongoing outperformance and explore how to best capitalize on the rising on-chain frenzy that’s driving its rally. https://vimeo. com/1023123992/477d5ac73e?...
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Crypto - Comments
Stripe's Acquisition of Bridge Validates Stablecoins & Crypto Rails, SOL Outperforms BTC & ETH, HPC Miners Reprice Higher
In this week's video, we cover (1) why Stripe's acquisition of Bridge is a major development for stablecoins and crypto rails, (2) Solana's breakout against...
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Crypto - Comments
GDLC and BITW as Election Trades, Adding More SOL
In today's video, we discuss the risk/reward around GDLC and BITW into the election and discuss our rationale for increasing the allocation to SOL in...
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Crypto - Comments
Crypto Setup Remains Compelling as Trump’s Momentum Builds and Yields Top
In this video, we discuss how the local tops in oil and real yields, along with Trump’s accelerating momentum, are driving the current bullish market...
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Crypto - Comments
Three Key Catalysts for a Strong October Finish
In today's video, we break down why recent claims data, favorable seasonality, and shifting election odds signal a strong setup for crypto in the second...
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